First Citizens Bank Appoints Erin McCaskill as Wealth Leader in Atlanta

First Citizens Bank Appoints New Wealth Leader in Atlanta

In a significant development within the financial sector, First Citizens Wealth has named Erin McCaskill as its new Director and Market Leader for the Atlanta area. This appointment is expected to strengthen the bank's presence in the Southeast, particularly in providing wealth management services tailored for high-net-worth individuals, families, and businesses.

McCaskill's Extensive Experience

Erin McCaskill brings over two decades of financial services experience to her new role, having joined First Citizens Bank in 2009. Starting her career in Columbia, South Carolina, she has held various roles focused on wealth management. Her most recent position was as a Wealth Consultant for the South Carolina market. McCaskill's expertise lies in cultivating high-performance teams that cater to the financial needs of affluent individuals and institutions.

The responsibilities she will assume include overseeing a team of wealth consultants dedicated to serving diverse clients ranging from entrepreneurs to nonprofits in the metro Atlanta region. Under her leadership, the bank aims to expand its array of services, including wealth planning, investment services, and banking solutions.

Focus on Atlanta's Economic Landscape

Erin’s appointment comes at a time when Atlanta is recognized as a hub for entrepreneurial growth and economic variety. Marc Horgan, Executive Director of Wealth Sales, highlighted how McCaskill's leadership will augment First Citizens Wealth's expansion efforts while enhancing advisory services in Atlanta. With an economy witnessing rapid innovation and resilience, McCaskill's goal is to assist clients in leveraging their success into sustainable wealth creation.

Given the competitive nature of the financial landscape in Atlanta, McCaskill's unique blend of qualifications, including her Certified Financial Planner designation and Certified Exit Planning Advisor credentials, makes her the ideal candidate for this pivotal role.

In her strategic vision, McCaskill stated, "Atlanta continues to distinguish itself as a center of entrepreneurial growth and economic diversity and resilience. We look forward to partnering with our clients to help translate that success into long-term, sustainable wealth creation."

First Citizens Wealth's Mission

First Citizens Wealth, operational in Atlanta since 2020, aims to provide comprehensive financial planning and asset management services. The organization has grown to encompass approximately 400 associates across 29 branch locations throughout Georgia. This expansion is part of First Citizens' ongoing commitment to building community-driven financial solutions.

First Citizens Bank has a historic legacy emphasizing strength and stability, with a legacy that spans generations. With over $200 billion in assets, it ranks among the top financial institutions in the U.S., serving a broad spectrum of clients with services ranging from personal banking to commercial financial solutions.

By appointing experts like McCaskill, First Citizens is not just reinforcing its operational capabilities but also positioning itself as a trusted partner for those seeking financial growth and security. As they venture further into Atlanta's bustling economic landscape, expectations are high for what this new leadership will accomplish.

For more information about the services offered by First Citizens Wealth, and to learn about its mission to assist clients in navigating their financial journeys, visit First Citizens Wealth.